See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,211 | $105,998+97.4% | $92,233+126.8% | $147,584+41.8% |
| Participation rate | 14.3% | 80.4%-66.1pp | 76.5%-62.2pp | 82.8%-68.5pp |
| Annual return | 15.39% | 50.05%-34.7pp | 176.28%-160.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $713 | $4,333-83.5% | $3,679-80.6% | $4,876-85.4% |
| Participant deferral / active EE | $713 | $4,478-84.1% | $3,897-81.7% | $5,439-86.9% |
| Admin fee / account holder | $33,333 | $6,332+426.4% | $5,194+541.8% | $10,885+206.2% |